Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1435475
Developing Customer Relationships:
- Focus on acquiring new HNW customers and expanding relationships with existing ones.
- Ensure high levels of customer service and adherence to bank policies.
Cross-Selling:
- Promote and sell a range of banking products to meet customers' financial needs.
Product Knowledge and Promotion:
- Inform customers about new products or enhancements to deepen banking relationships.
Sales Initiatives:
- Plan and execute special sales initiatives and events aimed at acquiring new clients or enhancing relationships with existing clients.
Coordination and Collaboration:
- Collaborate with other departments or group companies to provide comprehensive banking solutions.
Record Keeping and Complaint Resolution:
- Maintain detailed records of customer interactions and manage customer complaints or queries effectively.
Customer Satisfaction:
- Monitor and track customer satisfaction metrics, ensuring quick resolution of issues to maintain high levels of customer satisfaction.
Qualifications:
Customer Orientation:
- Strong focus on understanding and meeting the needs of HNW customers.
Sales and Cross-Selling Skills:
- Ability to effectively cross-sell banking products and services.
Product Knowledge:
- Familiarity with mutual funds (MF) and insurance products is advantageous.
Communication and Interpersonal Skills:
- Excellent communication skills to interact effectively with HNW clients and internal stakeholders.
Organizational and Planning Skills:
- Capable of planning and executing sales initiatives and events.
Compliance and Policy Adherence:
- Ensure strict adherence to bank policies and regulatory requirements.
Problem-Solving Skills:
- Ability to resolve customer complaints and queries promptly.
Team Collaboration:
- Work effectively with other departments or entities within the organization.
Record Keeping:
- Maintain accurate records of customer interactions and transactions.
Additional Skills:
Analytical Skills: Ability to analyze financial data and recommend suitable banking products.
Networking Abilities: Build and maintain a network of HNW clients through relationship management.
Market Knowledge : Stay updated with market trends and competitor offerings
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Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1435475